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光大新鸿基晨会纪要-20250828
光大新鸿基· 2025-08-28 07:39
大行晨報 - 英鎊短線料區間上落 - 2025 年 8 月 28 日星島目報 / 頭條日報 https://www.stheadline.com/columnists/finance- property/3494119/%E5%A4%A7%E8%A1%8C%E6%99%A8%E5%A0%B1- %E8%8B%B1%E9%8E%8A%E7%9F%AD%E7%B7%9A%E6%96%99%E5%8D%80%E9%96%93%E4%B8%8A %E8%90%BD%E5%A4%A7%E8%A1%8C%E6%99%A8%E5%A0%B1 主頁 > 產經 > 大行晨報 大行晨報 - 英鎊短線料區間上落 | 大行晨報 行鳥報 8小時前 ta 更多 產經專欄 內容 聯儲局周二表示,將遵守法院對美國總統特朗普是否有權解職理事庫克(Lisa Cook)的任何裁 決。同時重申,聯準會理事享有長期任期保護的重要性。據外媒報道,美國政府正在研究對聯儲局12間 地區銀行施加更大的影響力,有可能會超越自宮現有的人事任命權力。特朗普則表示,可能會派米蘭 (Stephen Miran) 長期扎根聯儲局,並暗示他是聯儲局主席的重要接班人選。 市 ...
光大新鸿基晨会纪要-20250812
光大新鸿基· 2025-08-12 03:59
Group 1 - The U.S. labor market is showing signs of cooling, with the number of unemployment claims rising to the highest level since the end of 2021, reaching 226,000, an increase of 7,000 from the previous week [1] - The Federal Reserve is expected to reduce interest rates in September, with a probability exceeding 90% for a 0.25% cut and nearly 50% for a 0.5% cut, influenced by recent changes in the Fed's voting members [2][3] - The Bank of England has lowered its interest rate to 4%, the lowest in over two years, amid significant internal disagreements during the decision-making process [3] Group 2 - The Bank of England has revised its economic growth forecast for the UK, now expecting a GDP growth of 1.25% for this year, up from a previous estimate of 1% [2] - The UK is projected to be the fastest-growing major economy in Europe by 2025, according to the International Monetary Fund [2] - Recent inflation data shows a slight increase, with the Consumer Price Index (CPI) rising by 0.3% month-on-month and 3.6% year-on-year, both exceeding market expectations [3]